Jake Harvey Email & Phone Number
AVP, Associate Regional Director @ LPL Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jake Harvey Location
- Boston, MA, US
Jake Harvey Work
- AVP, Associate Regional Director @ (November 2024 - Present)
- Internal Regional Director @ (October 2023 - November 2024)
- Assistant Vice President @ (September 2021 - January 2024)
- Business Development Consultant @ (December 2020 - August 2021)
- Internal Sales Consultant @ (January 2018 - January 2021)
- Investment Consultant @ (January 2015 - June 2017)
- Inbound Sales Specialist @ (June 2014 - December 2014)
- Intern @ International Fund Services (NA) LLC, A State Street Company (June 2013 - August 2013)
Jake Harvey Education
- Colgate University
HISTORY (History)
2010-2014 - The Taft School 2009-2010
- Duxbury High School 2005-2009
Jake Harvey Skills
- Risk Management
- Microsoft Office
- Investments
- Customer Service
- Bloomberg
- Microsoft Excel
- Microsoft Word
- Series 63
- Hedge Funds
- PowerPoint
- Research
- Social Media
- Public Speaking
- Finance
- Event Planning
- Teamwork
- Mutual Funds
- Financial Analysis
- Series 6
- Series 7
- Financial Services
Jake Harvey Summary
- Jake Harvey, based in Boston, MA, US, is currently a AVP, Associate Regional Director at LPL Financial. Jake Harvey brings experience from previous roles at LPL Financial, Brookwood Financial Partners, LLC, Boston Harbor Wealth Advisors and Beaumont Capital Management (BCM). Jake Harvey holds a 2010 - 2014 HISTORY in History @ Colgate University. With a robust skill set that includes Risk Management, Microsoft Office, Investments, Customer Service, Bloomberg and more. Jake Harvey has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jake Harvey?
Find contact details for 700 million professionals.
Others Named Jake Harvey
Jake Harvey
AVP, Associate Regional Director
Boston, MA, US
Jake Harvey
Customer Operations Manager
Fleckney, GB
Top LPL Financial Employees
Maggie Medina
CEO and President, MCM Wealth Advisors, Inc.
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co